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| Happy Holidays!! thanks for using AUM13F!! |
| Boston Asset Management Inc
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| CRD # | 112768 |
| SEC # | 801-123584 |
| CIK # | 0000013353 |
| AUM | $103.7 M (2024-12-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 727-894-6520 |
| Address | 12707 49th Street N Clearwater, FL 33762 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000013353 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 9.1 | ||
| Apple Inc | 9.0 | ||
| Johnson & Johnson | 5.1 | ||
| Amazon Com Inc | 4.8 | ||
| Cisco Systems Inc | 4.7 | ||
| Exxon Mobil Corp | 4.6 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Facebook Inc | 4.1 | ||
| Alphabet Inc | 3.9 | ||
| Alphabet Inc | 3.6 | ||
| Citigroup Inc | 3.1 | ||
| Bank of America Corp /DE/ | 3.1 | ||
| Wells Fargo & Co/MN | 2.8 | ||
| Procter & Gamble Co | 2.7 | ||
| Chevron Corp | 2.7 | ||
| Verizon Communications Inc | 2.6 | ||
| Walt Disney Co | 2.6 | ||
| Pfizer Inc | 2.6 | ||
| AT&T Inc | 2.6 | ||
| UnitedHealth Group Inc | 2.4 | ||
| Home Depot Inc | 2.4 | ||
| Mastercard Inc | 2.2 | ||
| Oracle Corp | 2.2 | ||
| Gilead Sciences Inc | 2.2 | ||
| Adobe Systems Inc | 2.2 | ||
| VISA Inc | 2.2 | ||
| Comcast Corp | 2.1 | ||
| PepsiCo Inc | 2.0 | ||
| Merck & Co Inc | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 15.9 |
| (b) Individuals (high net worth individuals) | 17 | 87.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 466 | 103.7 |
| By Discretionary | ||
| Discretionary | 466 | 103.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 466 | 103.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.7 | |
| Total | 466 | 103.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000013353] |
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